Ideal if you’re just starting out or have simple books.

We keep your day‑to‑day bookkeeping tidy so you always have a clear picture of what’s coming in and going out.

What’s included each month

• Income and expense tracking

  • Record and categorize business income and spending in QuickBooks Online.

• Bank and credit card reconciliations

  • Import and reconcile your bank and credit card transactions so balances match your actual accounts.

• Basic sales tax tracking

  • Track sales tax collected on income and applicable tax on expenses, so you know what you owe.

• Core financial reports

  • Monthly Profit & Loss and Balance Sheet in plain language.

• Email support for bookkeeping questions

  • Ask questions about your numbers and get clear, straightforward explanations.

Best for

• New or very small businesses in Vaughan and surrounding areas

• Owners who are moving from spreadsheets or “shoebox of receipts” to proper bookkeeping

• Businesses with a low to moderate transaction volume

Starting price

• From $250/month

Ideal if you’re sending regular invoices, paying vendors, and want more control over cash.

Everything in Essential Books, plus

• Customer invoices and receivables tracking

  • Track invoices you send to customers, and who has and hasn’t paid.

• Vendor bills and payables tracking

  • Record and organize bills you need to pay, helping you avoid missed or late payments.

• Structured sales tax support

  • Maintain detailed sales tax records inside QuickBooks Online to support accurate filings.

• Month‑end close

  • Review key accounts, fix minor issues, and ensure your books are tidy at the end of each month.

• Monthly review call

  • A short call to walk through your reports and highlight what changed, what to watch, and any action items.

Best for

• Service businesses, trades, and consultants in Vaughan and nearby areas with:

  • Regular invoices and bills

  • Ongoing sales tax obligations

• Owners who want more visibility into cash flow and upcoming payments

Starting price

• From $350/month

Ideal if you treat bookkeeping as a key part of your management toolkit.

Everything in Organized + Tax, plus

• Cash‑flow views and simple forecasts

  • High‑level cash‑flow summaries to help you see upcoming inflows and outflows.

• Custom summaries and dashboards

  • Tailored views of your numbers: key metrics, trends, and highlights that matter to your business.

• Quarterly planning calls

  • Review your numbers every quarter, talk through upcoming projects or risks, and set simple action items.

• Year‑end coordination

  • Prepare a year‑end package and coordinate directly with your tax preparer to smooth the filing process.

• Priority support

  • Faster responses and more time reserved for your questions and special requests.

Best for

• Established small businesses in Vaughan and surrounding areas with:

  • Higher transaction volume

  • Growing teams or more complex operations

• Owners who want a steady financial partner but don’t need full corporate advisory services

Starting price

• From $500/month

Step 1 – Think about your current situation

• Are your books mostly up to date, or are you behind?

• Do you send many invoices and manage several bills, or is activity fairly simple?

• Do you want basic bookkeeping only, or some help with planning and cash flow?

Step 2 – Match your situation to a package

• Essential Books

  • Best if you want clean monthly books and basic sales tax tracking.

• Organized + Tax

  • Best if you have ongoing invoices, bills, and need structured month‑end support.

• Advisory Partner

  • Best if you want a partner who can also help you interpret your numbers and plan ahead.

Step 3 – Book a Free 20‑Minute Call

• Click the “Book a Free 20‑Minute Call” button on the site.

• Pick a time that works for you.

• Share a short description of your business and where your books feel messy or confusing.

Step 4 – Confirm your package and onboarding plan

• During the call, you’ll walk through your current books together.

• A package and any one‑time services (like catch‑up work) will be recommended.

• You’ll receive a simple onboarding checklist and a clear start date.